How to refinance your mortgage
Getting a new home loan can help lower your monthly payment and improve your finances long term.
Insurance, Annuities, and Investments
Blog Listing
Estate planning for LGBTQ couples
There are many financial opportunities – and potential pitfalls – for gay and lesbian couples.
Social Security filing strategies for the widowed
If you lost a spouse, research your filing options carefully.
Five LGBTQ home ownership tips
Same-sex newlyweds who are in the market for a home must shop carefully.
Managing the cost of HIV care
There are financial assistance programs and social support groups to help stay financially and emotionally fit.
Saving in your 40s and 50s: It’s never too late to get started
A late start doesn't mean you can't make headway on retirement savings.
COVID-19: Women face a bigger financial challenge
More women are out of work, on the front lines with no benefits, and struggling to find child care.
5 tips for single female homebuyers
Single women have been the fastest growing segment of the market. Here’s some tips on house hunting.
Taxes and life insurance – FAQs
Answers to frequently asked questions regarding life insurance, taxes, and being a beneficiary.
Pet care plans of action
Pet owners can find insurance policies that fit almost any need, breed, or budget.
Improving your credit score: It pays off
Maintain your credit score with sound financial strategy, less debt, and fewer credit cards.
Money and children: Teaching by age groups
Different lessons in financial fitness can and should be shared at different times.
Need financial advice? The art of the digital check-in
Be cognizant of your privacy, goals, and investment priorities when connecting remotely.
The questions around getting life insurance in your 40s
Deciding to purchase a life insurance policy in your 40s can be a complicated decision.
Lying on insurance? There are consequences
Most life insurance policies have provisions for reducing or eliminating payouts when fraud is detected.
7 steps to restoring financial wellness after the COVID-19 crisis
There are things that families can do today to help ensure financial wellness tomorrow.
Using investments to make a difference
Can you show support with your investment dollars and still earn strong returns?
How to help a loved one with money problems
Tips for staging a financial intervention for someone who makes bad money decisions.
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